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Why is an Operating Account Showing as Source When Recording Payment

Question:

  • The Operating Account appears as the Source from the dropdown menu when recording a payment on a bill, along with Direct Payment and Credit Card. Why is that?
  • Why is there a balance in my Operating account?
  • Why is there a balance in my Operating account in dropdown?

Environment:

  • Clio Manage

Additional Information:

Contact's Operating Account has a positive balance. This means that there is a surplus of funds in the Operating Account because there are funds in the operating account being held for that client.

Maybe it was supposed to be put into trust and was mistakenly put into operating.

Answer:

Use the funds to make a payment OR transfer the funds to trust account.

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